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Horizon Technology Finance

65 hedge funds and large institutions have $30.1M invested in Horizon Technology Finance in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

15% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $1.4M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $30.3M → $30.1M (-$205K)

0.92% less ownership

Funds ownership: 8.86%7.93% (-0.92%)

19% less funds holding

Funds holding: 8065 (-15)

60% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 25

Holders
65
Holders Change
-15
Holders Change %
-18.75%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
23
Reduced
18
Closed
25
Calls
$1.61M
Puts
$1.4M
Net Calls
+$212K
Net Calls Change
+$804K
Name Holding Trade Value Shares
Change
Change in
Stake
GAA
1
Green Alpha Advisors
Colorado
$3.38M +$641K +68,295 +24%
TI
2
TrueMark Investments
Illinois
$2.57M +$592K +63,134 +30%
Legal & General Group
3
Legal & General Group
United Kingdom
$2.52M +$270K +28,804 +12%
Two Sigma Investments
4
Two Sigma Investments
New York
$2.49M +$1.51M +161,174 +156%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$2.25M +$1.77M +189,100 +379%
CWM
6
Connecticut Wealth Management
Connecticut
$1.99M +$3.04K +324 +0.2%
TI
7
Trexquant Investment
Connecticut
$1.86M -$8.55K -912 -0.5%
BlackRock
8
BlackRock
New York
$1.64M +$124K +13,176 +8%
VIA
9
Virtus Investment Advisers
Connecticut
$1.33M +$1.33M +141,542 New
Morgan Stanley
10
Morgan Stanley
New York
$1.1M +$359K +38,238 +49%
FIM
11
Freedom Investment Management
Connecticut
$1.04M -$62.1K -6,625 -6%
LPL Financial
12
LPL Financial
California
$836K -$826K -88,075 -50%
Citadel Advisors
13
Citadel Advisors
Florida
$670K -$81.4K -8,678 -11%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$594K +$99.5K +10,603 +20%
ES
15
ETF Store
Kansas
$521K +$73.9K +7,877 +17%
FFBTD
16
First Financial Bank - Trust Division
Ohio
$431K
UBS Group
17
UBS Group
Switzerland
$426K -$1.02M -108,306 -71%
Osaic Holdings
18
Osaic Holdings
Arizona
$423K -$97.5K -10,394 -19%
Wells Fargo
19
Wells Fargo
California
$352K +$201K +21,419 +134%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$351K +$169K +18,047 +94%
Canada Life
21
Canada Life
Manitoba, Canada
$340K +$62.6K +6,668 +23%
AQR Capital Management
22
AQR Capital Management
Connecticut
$340K -$6.88K -734 -2%
JTWM
23
Jackson Thornton Wealth Management
Alabama
$303K -$6.88K -734 -2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$235K -$12.9K -1,380 -5%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
$230K +$6.94K +740 +3%

HRZN Hedge Fund Activity: Q1 2025 in Review

65 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Horizon Technology Finance (HRZN) for Q1 2025, worth a combined $30.1M — down 0.68% from $30.3M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of HRZN and 10 opened new positions — a net loss of 15 holders — while 18 trimmed existing stakes and 23 added.

The largest buyer was Two Sigma Advisers, adding an estimated $1.77M. The largest seller was Marshall Wace, exiting entirely with an estimated $1.29M sold.

  • 65 institutional investors held Horizon Technology Finance (HRZN) as of Q1 2025, down from 80 in Q4 2024.
  • Funds reported $30.1M of Horizon Technology Finance stock for Q1 2025, down 0.68% quarter-over-quarter.
  • 10 funds opened new Horizon Technology Finance positions in Q1 2025 and 25 closed out, a net change of -15 holders.
  • The largest Horizon Technology Finance buyer in Q1 2025 was Two Sigma Advisers, an estimated $1.77M added.
  • The largest Horizon Technology Finance seller in Q1 2025 was Marshall Wace, an estimated $1.29M sold.

Based on aggregated 13F filings for Q1 2025.